ISTB vs SCHJ: Holdings Overlap
ISTBiShares Core 1-5 Year USD Bond ETF
iShares · 7059 holdings · $5.1B · as of 2026-04-30
SCHJSchwab 1-5 Year Corporate Bond ETF
Schwab · 3201 holdings · $849M · as of 2026-03-31
Holdings snapshots are 30 days apart (ISTB: 2026-04-30, SCHJ: 2026-03-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are ISTB and SCHJ?
iShares Core 1-5 Year USD Bond ETF (ISTB, by iShares) holds 7059 positions; Schwab 1-5 Year Corporate Bond ETF (SCHJ, by Schwab) holds 3201. They have 2940 holdings in common, and by portfolio weight the two funds are 18.2% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 18.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 2940ISTB holds 7059 · SCHJ holds 3201
- Weight in Shared Holdings
- ISTB 18%·SCHJ 92%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in ISTB
4119 of 7059 positions (80.4% of the fund) are not held by SCHJ. Showing the top 30 by weight.
- U.S. Treasury Notes0.99%
- U.S. Treasury Notes0.98%
- U.S. Treasury Notes0.96%
- U.S. Treasury Notes0.91%
- U.S. Treasury Notes0.89%
- U.S. Treasury Notes0.86%
Only in SCHJ
261 of 3201 positions (6.0% of the fund) are not held by ISTB. Showing the top 30 by weight.
- Wells Fargo & Co0.13%
- Goldman Sachs Group Inc/The0.11%
- JPMorgan Chase & Co0.08%
- AbbVie Inc0.08%
- Goldman Sachs Group Inc/The0.08%
- HSBC Holdings PLC0.07%
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| ISTB | +0.3% | +1.0% | +3.0% | +5.0% | +1.9% | +2.3% | 4.27% |
| SCHJ | +0.2% | +1.1% | +3.4% | +5.5% | +2.4% | — | 4.52% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in ISTB vs SCHJ →
Shared Holdings(2940)
The top 10 shared positions account for 2% of the overlap, led by T-Mobile USA Inc, Bank of America Corp and Goldman Sachs Group Inc/The.
| T-Mobile USA Inc | 0.04% | 0.23% | 0.04% |
|---|---|---|---|
| Bank of America Corp | 0.04% | 0.19% | 0.04% |
| Goldman Sachs Group Inc/The | 0.04% | 0.12% | 0.04% |
| Goldman Sachs Group Inc/The | 0.04% | 0.13% | 0.04% |
| AbbVie Inc | 0.04% | 0.16% | 0.04% |
| CVS Health Corp | 0.03% | 0.16% | 0.03% |
| Wells Fargo & Co | 0.03% | 0.14% | 0.03% |
| Boeing Co/The | 0.03% | 0.15% | 0.03% |
| Bank of America Corp | 0.03% | 0.13% | 0.03% |
| Pfizer Investment Enterprises Pte Ltd | 0.03% | 0.13% | 0.03% |
| Amazon.com Inc | 0.03% | 0.12% | 0.03% |
| Verizon Communications Inc | 0.03% | 0.10% | 0.03% |
| Citigroup Inc | 0.03% | 0.13% | 0.03% |
| Citigroup Inc | 0.03% | 0.14% | 0.03% |
| T-Mobile USA Inc | 0.03% | 0.14% | 0.03% |
| Amgen Inc | 0.03% | 0.12% | 0.03% |
| Comcast Corp | 0.03% | 0.11% | 0.03% |
| Goldman Sachs Group Inc/The | 0.03% | 0.12% | 0.03% |
| Morgan Stanley | 0.03% | 0.12% | 0.03% |
| Wells Fargo & Co | 0.02% | 0.13% | 0.02% |
| Meta Platforms Inc | 0.02% | 0.13% | 0.02% |
| Deutsche Telekom International Finance BV | 0.02% | 0.13% | 0.02% |
| JPMorgan Chase & Co | 0.02% | 0.14% | 0.02% |
| Verizon Communications Inc | 0.02% | 0.11% | 0.02% |
| Centene Corp | 0.02% | 0.12% | 0.02% |
Showing the top 250 of 2940 shared holdings by overlap weight.
Frequently Asked Questions
How much do ISTB and SCHJ overlap?
ISTB and SCHJ overlap by 18.2% of portfolio weight. They share 2940 holdings (ISTB holds 7059 positions and SCHJ holds 3201), based on each fund's latest SEC-reported holdings.
Is it redundant to own both ISTB and SCHJ?
The two portfolios are 18.2% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of ISTB and SCHJ?
The largest positions held by both funds are T-Mobile USA Inc, Bank of America Corp, Goldman Sachs Group Inc/The, Goldman Sachs Group Inc/The and AbbVie Inc. Together the top 10 shared positions account for 2% of the total overlap.
What does ISTB own that SCHJ doesn't?
4119 positions (80.4% of ISTB) are unique to ISTB, led by U.S. Treasury Notes, U.S. Treasury Notes and U.S. Treasury Notes. In the other direction, 261 positions (6.0% of SCHJ) are unique to SCHJ.